Hegarty Advisors, LLC Top Holdings and 13F Report (2026) About Hegarty Advisors, LLCInvestment ActivityHegarty Advisors, LLC has $126.84 million in total holdings as of March 31, 2026.Hegarty Advisors, LLC owns shares of 57 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 12.31% of the portfolio was purchased this quarter.About 2.96% of the portfolio was sold this quarter.This quarter, Hegarty Advisors, LLC has purchased 55 new stocks and bought additional shares in 26 stocks.Hegarty Advisors, LLC sold shares of 16 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard FTSE All-World ex-US ETF $15,982,583Vanguard S&P 500 ETF $14,687,379Vanguard Small-Cap Value ETF $9,784,866Strive 500 ETF $6,368,285Vanguard Total World Stock ETF $5,115,379 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $2,211,505 Holding98149E303 - SPDR Gold MiniShares Trust $1,927,025 Holding003264108 - abrdn Physical Silver Shares ETF $1,669,157 Holding037833100 - Apple $1,663,097 Holding023135106 - Amazon.com $641,888 Holding Largest Purchases this Quarter Invesco QQQ 3,832 shares (about $2.21M)SPDR Gold MiniShares Trust 20,790 shares (about $1.93M)Vanguard Mid-Cap Value ETF 9,372 shares (about $1.73M)abrdn Physical Silver Shares ETF 23,309 shares (about $1.67M)Apple 6,553 shares (about $1.66M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 4,359 shares (about $836.57K)Vanguard FTSE Emerging Markets ETF 8,509 shares (about $459.91K)Strive Emerging Markets Ex-China ETF 9,564 shares (about $373.77K)Invesco NASDAQ 100 ETF 1,454 shares (about $345.51K)Vanguard Short-Term Treasury ETF 2,519 shares (about $147.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHegarty Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEUVanguard FTSE All-World ex-US ETF$15,982,583$785,998 ▲5.2%212,81712.6%ETFVOOVanguard S&P 500 ETF$14,687,379$259,938 ▲1.8%24,57911.6%ETFVBRVanguard Small-Cap Value ETF$9,784,866$49,533 ▲0.5%45,0407.7%ETFSTRVStrive 500 ETF$6,368,285$81,464 ▼-1.3%151,7345.0%ETFVTVanguard Total World Stock ETF$5,115,379$85,067 ▼-1.6%36,9824.0%ETFVOEVanguard Mid-Cap Value ETF$4,710,358$1,727,064 ▲57.9%25,5613.7%ETFVONVVanguard Russell 1000 Value ETF$4,652,086$78,928 ▲1.7%49,6283.7%ETFRSPInvesco S&P 500 Equal Weight ETF$4,156,942$836,570 ▼-16.8%21,6603.3%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$4,048,943$318,344 ▲8.5%39,7973.2%ETFAMLPAlerian MLP ETF$3,073,286$31,742 ▲1.0%58,3832.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,018,195$564,004 ▲23.0%38,0752.4%ETFQQQMInvesco NASDAQ 100 ETF$2,968,908$345,509 ▼-10.4%12,4942.3%ETFVTIVanguard Total Stock Market ETF$2,674,473$6,416 ▼-0.2%8,3372.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,636,327$1,172,994 ▲80.2%33,5152.1%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,473,300$29,420 ▲1.2%49,5161.9%ManufacturingBNDVanguard Total Bond Market ETF$2,431,931$219,592 ▲9.9%33,0251.9%ETFVYMVanguard High Dividend Yield ETF$2,412,581$54,057 ▲2.3%16,2901.9%ETFQQQInvesco QQQ$2,211,505$2,211,505 ▲New Holding3,8321.7%FinanceSPYSPDR S&P 500 ETF Trust$2,177,916$24,712 ▲1.1%3,3491.7%FinanceVWOVanguard FTSE Emerging Markets ETF$2,014,639$459,907 ▼-18.6%37,2741.6%ETFGLDMSPDR Gold MiniShares Trust$1,927,025$1,927,025 ▲New Holding20,7901.5%FinancePFFDGlobal X U.S. Preferred ETF$1,853,623$32,844 ▲1.8%100,7401.5%ETFVTVVanguard Value ETF$1,756,848$22,564 ▼-1.3%8,9541.4%ETFSIVRabrdn Physical Silver Shares ETF$1,669,157$1,669,157 ▲New Holding23,3091.3%ETFVEAVanguard FTSE Developed Markets ETF$1,663,169$26,785 ▲1.6%25,9551.3%ETFAAPLApple$1,663,097$1,663,097 ▲New Holding6,5531.3%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$1,612,000$147,461 ▼-8.4%27,5371.3%ETFVBVanguard Small-Cap ETF$1,234,713$11,787 ▼-0.9%4,7141.0%ETFSIMPLIFY EXCHANGE TRADED FUN$1,088,458$748,571 ▲220.2%22,0070.9%MBS ETFVOVanguard Mid-Cap ETF$1,017,395$231,448 ▲29.4%3,5430.8%ETFPDBAInvesco Agriculture Commodity Strategy No K-1 ETF$961,241$125,931 ▼-11.6%26,3570.8%ETFICSHiShares Ultra Short-Term Bond Active ETF$953,338$227,033 ▲31.3%18,8330.8%ETFVIOOVanguard S&P Small-Cap 600 ETF$861,622$33,647 ▲4.1%7,5030.7%ETFGSThe Goldman Sachs Group$828,2240.0%9790.7%FinanceVIGVanguard Dividend Appreciation ETF$793,383$106,243 ▲15.5%3,6890.6%ETFVGITVanguard Intermediate-Term Treasury ETF$724,960$5,955 ▼-0.8%12,1740.6%ETFSTXEStrive Emerging Markets Ex-China ETF$648,855$373,767 ▼-36.5%16,6030.5%ETFAMZNAmazon.com$641,888$641,888 ▲New Holding3,0820.5%Retail/WholesaleMSFTMicrosoft$627,0680.0%1,6940.5%Computer and TechnologyDGROiShares Core Dividend Growth ETF$571,827$74,812 ▲15.1%8,1480.5%ETFJPMJPMorgan Chase & Co.$553,9030.0%1,8830.4%FinanceVUGVanguard Growth ETF$549,135$58,976 ▲12.0%1,2570.4%ETFXLEEnergy Select Sector SPDR Fund$500,498$9,679 ▼-1.9%8,1700.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$466,878$4,632 ▼-1.0%1,0080.4%FinanceHYBBiShares BB Rated Corporate Bond ETF$456,971$118,648 ▲35.1%9,8290.4%ETFIVViShares Core S&P 500 ETF$422,6140.0%6470.3%ETFVPUVanguard Utilities ETF$384,430$34,083 ▼-8.1%1,9400.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$344,528$8,524 ▼-2.4%4,1630.3%ETFTIPiShares TIPS Bond ETF$324,3360.0%2,9390.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$312,792$3,568 ▲1.2%13,4130.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$303,770$622 ▲0.2%5,3690.2%ETFBRK.BBerkshire Hathaway$300,938$300,938 ▲New Holding6280.2%FinanceNVDANVIDIA$277,0150.0%1,5880.2%Computer and TechnologyIWBiShares Russell 1000 ETF$267,0630.0%7490.2%ETFEEMiShares MSCI Emerging Markets ETF$254,9040.0%4,4890.2%FinanceXOMExxonMobil$224,800$224,800 ▲New Holding1,3250.2%EnergyPFFiShares Preferred and Income Securities ETF$200,677$1,001 ▲0.5%6,6190.2%ETFSERIES PORTFOLIOS TR$0$347,028 ▼-100.0%00.0%ELM MARKET NAVIGVNQVanguard Real Estate ETF$0$216,336 ▼-100.0%00.0%ETFPTNQPacer Trendpilot 100 ETF$0$214,872 ▼-100.0%00.0%ETFGOOGLAlphabet$0$212,840 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$209,908 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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